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UNCOVERED: 5 - The Untold Story

China drafts $295 billion plan to build national AI data center grid running on 80% homemade silicon — projected 2028 timeline could run into limits of local chip production

China is drafting a plan to spend roughly 2 trillion yuan over five years on a nationwide grid of AI data centers.

Tom’s Hardware

Samsung Electronics considers building chip packaging plant: Report

Samsung Electronics considers building chip packaging plant: Report

Samsung is expected to unveil the investment plan at a meeting between South Korean President Lee Jae Myung and the heads of the country's largest conglomerates on June ‌29, the ⁠newspaper reported, ⁠citing unnamed industry sources. Samsung is expected to unveil the investment plan at a meeting between South Korean…

The Economic Times

Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrends

Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrends

Saurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His strategy targets turbine manufacturers, chip equipment makers, and industrial distributors, alongside defence and aerospace firms like Airbus, and ultra-luxury brands, driven by distinct megatrends.

The Economic Times

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OpenAI weighs leasing Ohio data center with Nvidia backing: Report

OpenAI is in negotiations to lease a proposed ‌10-gigawatt ⁠data center ⁠campus on federal land in Ohio, in a deal ⁠that could ‌include financial backing ⁠from Nvidia, The Information reported on Tuesday, citing two people with direct ‌knowledge of the discussions.

The Economic Times

SpaceX aims to launch orbital AI computing tests by end of next year

During two investor presentations ahead of the IPO, both featuring President Gwynne Shotwell and Chief Financial Officer Bret Johnsen, SpaceX executives outlined a roadmap to begin demonstrating orbital-compute capabilities in 2027, according to the two people familiar with the discussions. Both sources were at a Goldman Sachs meeting and one…

The Economic Times

Intel Stock Has Risen Sixfold from Its 2025 Lows, but Don’t Expect a Dividend Yet

INTC's reversal of fortunes has been a huge boon to investors, but with capex spending still expected to remain high and customers' cash slow to accumulate, don't expect Intel to reinstate its dividend anytime soon.

Huawei just dropped a major AI chip surprise — but Nvidia should really be paying attention to the other big news from its rival

The Ascend 950DT announcement mattered less than Huawei’s rapid development cadence and increasingly embedded artificial intelligence infrastructure ecosystem.

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CBRS Stock Watch: Cerebras Soars as Analysts Issue 'Buy' Ratings

CBRS Stock Watch: Cerebras Soars as Analysts Issue 'Buy' Ratings

Wall Street analysts initiate bullish sentiment on Cerebras stock. Here’s why they believe CBRS shares will rip higher from here as the year unfolds.

Nvidia Stock Looks Undervalued. Why Buying Now Could Offer 46% Upside Potential.

Nvidia Stock Looks Undervalued. Why Buying Now Could Offer 46% Upside Potential.

Nvidia looks compelling near the current levels and offers an attractive entry point. Analysts still see significant upside potential.

Corning Is Paving AI's Future With Glass

Corning Is Paving AI's Future With Glass

The recent Amazon infrastructure pact proves that hyperscalers are abandoning legacy copper cables in favor of advanced optical fiber for high-speed computing.

Why did the Nasdaq 100 crash more than 550 points today? US stock market Dow Jones, S&P 500 and Nasdaq plunge into deep red as AI's biggest winners become the market's biggest losers

Why did the Nasdaq 100 crash more than 550 points today? US stock market Dow Jones, S&P 500 and Nasdaq plunge into deep red as AI's biggest winners become the market's biggest losers

US stock market crash today: The Nasdaq just delivered a sharp reality check to Wall Street. On June 9, 2026, the tech-heavy Nasdaq Composite plunged 2.17%, losing more than 560 points as AI and semiconductor stocks extended their recent sell-off. The S&P 500 fell 1.22%, shedding over 90 points, while…

The Economic Times

Wedbush Thinks Cerebras Stock Is Ready for More Upside as CBRS Debuted at Just the Right Time

Fresh off one of the hottest IPOs in years, Cerebras is winning over Wall Street as Wedbush bets the AI upstart's best days are still ahead.

Why is the US stock market crashing today? S&P 500 erases all gains and wipes out $1.3 trillion in 2 hours as Nasdaq and Dow turn sharply lower - Tech stocks and chip sector collapse

Why is the US stock market crashing today? S&P 500 erases all gains and wipes out $1.3 trillion in 2 hours as Nasdaq and Dow turn sharply lower - Tech stocks and chip sector collapse

The US stock market crash today caught many investors off guard. Early gains quickly vanished as the S&P 500 erased more than $1.3 trillion in market value within just two hours. What began as a relief rally suddenly turned into a broad sell-off that dragged down the Nasdaq, Nvidia, Apple,…

The Economic Times

Why Needham Analysts Think Cerebras Stock Can Gain Another 25% After Historic IPO

Why Needham Analysts Think Cerebras Stock Can Gain Another 25% After Historic IPO

Needham sees more room for Cerebras to climb as its AI chip edge, and high-profile partnerships strengthen the growth story.

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2026 is shaping up to be one of the worst years ever for new graphics cards as Nvidia's RTX 50 Super Series refresh rumoured to be pushed out to 2027

The slim GPU pickings look set to continue.

The Economic Times

Silicon Valley's AI millionaires are paying up to $23,000 per hour for escorts who can talk GPUs, crypto and the future

The AI boom is fueling a new luxury service where escorts, dubbed 'nerd-first,' command high rates by offering intellectual companionship alongside physical intimacy. These professionals engage clients in detailed discussions about AI and technology, highlighting a growing demand for authentic human connection in an increasingly digital world.

From Crypto to AI: Insiders Are Trading These 3 Stocks

See the beaten-down and surging stocks that insiders are trading, from one of the biggest names in crypto to an NVIDIA-linked chip company.

Tom’s Hardware

Taiwan weighs criminal ban on AI chip exports to all of China — stricter measures beyond blacklisted firms would make smuggling servers a crime

Taiwan is considering far stricter export controls that would restrict AI chip sales to every customer in China.

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This AI Fiber Play Is Backed by Amazon, Meta, and Nvidia and Has Long-Term Potential

This AI fiber stock has surged almost 250% in a year and shows no signs of significantly slowing down after landing a landmark deal with Amazon

Nvidia's RTX 50 Super GPUs will allegedly show up in early 2027, but I'd be surprised if PC players are circling their calendars

Rumors point towards Nvidia GeForce RTX 50 Super GPUs dropping in 2027, but most players might have already grabbed a vanilla model by then.

The Gulf states are betting big on AI: who’s investing where?

Gulf states are now frontrunners in the AI race but competition will only intensify.

The RAM crisis will last 'quite a few years' says Nvidia CEO Jensen Huang — so despite hiked prices, I think if you want a new laptop, now might be the time to buy

If the memory crisis will last 'quite a few years' what does that really mean for consumers? Here are my expert predictions for laptop, PC, and component prices.

Tech leaker claims that the RTX 50 Super refresh is still on, despite the RAMpocalypse, and it'll be joined by a 12 GB RTX 5060

Gotta use all them Blackwell dies somehow.

The Case for Intel Over Pure-Play Quantum Firms

Intel, IBM, and other legacy tech giants are doubling down on quantum computing, putting pure-play firms like D-Wave and Rigetti in a difficult position.

Dear Nvidia Stock Fans, Mark Your Calendars for June 11

Nvidia investors are facing new concerns after CEO Jensen Huang reportedly declined a Senate invitation to testify on AI chip exports to China.

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